Recent Topics
Consumer Attendance and Reporting
Hi, We are currently utilizing Setworks for our residential billing portion through group activity records, which is great. However, we are looking at options to track days out of the program through the consumer attendance tracking to capture the reason
SETWorks May 2024 Client Newsletter
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SETWorks June 2024 Client Newsletter
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QA Workflow to Review and Sign activity group records
Hi! My organization is starting to implement SETWorks for a variety of community services (Hourly SCL, 24 Hour SCL, Group/Basic/Specialized Respite, Day Hab.) I am working on creating processes and am looking for some suggestions/tips for reviewing Group
Daily forms functions
I saw that this function was recently implemented, I am wondering how you would be able to extrapolate this information? Does this show up on the form list each time it is completed? I am just thinking about how we might be able to use this feature and
Activity Records
At our agency, we provide both CPS (Day Program Services) as well as Residential Services. In Pennsylvania, the (high vs Low) rate we can charge for Residential services is based on time spent in the day program. Currently, when completing an activity
Documentation Complete Feature Change Suggestion
Hey guys Idea for a change; The documentation complete view on ARs is somewhat misleading as it is showing an overall complete status for shifts where an individual comment was made HOWEVER outcomes/goals were not documented on. Would be good if we could
SETWorks April 2024 Client Newsletter
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SETWorks March 2024 Client Newsletter
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planned questions
Under planned questions we have a question that states: What activities were offered today? This has 10 to 9 specific things that we need to mark every day. Is there a way to add a mark all and they will all be marked so answering this question can be
Departments
Is there a report that I can run to get the departments a consumer is enrolled in where each department is in its own cell on the report and not lumped together like they are in the Demographics reports?
SETWorks February 2024 Client Newsletter
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Non-Billable
We would like to have the ability to do non-billable with a group as opposed to a single consumer. For instance: We need to account for why our consumers are absent from day program on poor weather days and we use the non-billable with consumer activity
SETWorks January 2024 Client Newsletter
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Limiting access withing a staff profile
I'm wondering if there is a way to give a role limited permissions within a section of a staff profile. We would like to hand off a task that would require someone to upload files to a specific set of folders but not have access to all the others. What's
SETWorks December 2023 Client Newsletter
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SETWorks November 2023 Client Newsletter
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Scheduling
As a DSP, I am able to see who is coming the next shift?
TCM activity records by day
Is there a report that shows the number of TCM hours logged by day? Thanks.
SETWorks October 2023 Client Newsletter
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SETWorks September 2023 Client Newsletter
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Alerts for task and meetings
Am I able to add email/text alerts for tasks? For example if I have a task due on the 12 of the month can I get a reminder on the 6th of the month.
Custom Form Reports
With regard to the new Custom Form Reports update, will there be a video tutorial on how to use the feature? I found the article, but would like more if possible. Thank you,
SETWorks August 2023 Client Newsletter
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SETWorks July 2023 Client Newsletter
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EMAR role?
What role does an employee need to be assigned to see the EMAR tab?
SETWorks June 2023 Client Newsletter
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SETWorks May 2023 Client Newsletter
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The SETWorks Essentials - All in one place!
The SETWorks Essentials How to use all things SETWorks: Monthly SETWorks Webinars You don’t want to miss this: Product Updates Earn $1K: Referral Program Resources Available to you: Resource Guide Your usage at a glance: SETWorks Usage Summary
SETWorks April 2023 Client Newsletter
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SETWorks March 2023 Client Newsletter
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Scheduling
How can I create a schedule that all managers can be able to see?
Tasks: Start Dates for Recurring Tasks
Hi! I'm curious to hear how other organizations manage the Tasks feature for paperwork that is due on a recurring basis. Some of these tasks are easier to manage than others; for example: due dates for Quarterly Progress Reports don't change, so we can
Deleting/Removing Tasks for Former Employees
Does anyone know if there is a way to delete tasks that were assigned to a former employee (other than viewing all tasks and deleting them one by one)?
Batch Edit Service Plan Questions
It would be extremely helpful if there was a way for the system to automatically attach Batch Edit Service Plan Questions to the activity record as soon as an individual is assigned an authorization. We have specific questions set up for each authorization
SETWorks February 2023 Client Newsletter
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Custom Document Reports
I know that the Build Custom Document Reports option is being developed and tested. Is there a foreseeable timeframe when this may be released and trained?
User Roles email
Is there or can there be a way to have User Roles included in Messages so that we can send messages directly to those falling within a specific user role? This would be helpful when having to inform individuals who share a user role when there are changes
Iowa Community
This Forum is for Iowa users to communicate. Feel free to create as many topics as you would like and be sure to "Follow" for updates.
SETWorks January 2023 Client Newsletter
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